Moon Invoice allows you to store birthday and anniversary dates for your customers and vendors for better record management and relationship tracking.
Steps to Add Birthday and Anniversary Dates
- Open the Moon Invoice app.
- Go to:
- Sales → Customers or
- Purchases → Vendors.
- Select an existing customer/vendor or click the (+) button to create a new one.
- Enter the required information in the Birthday and Anniversary fields.
- Click Save.
Notes
- Birthday and Anniversary fields are optional.
- You can add or update these dates at any time.
- The default field names are Birthday and Anniversary.
- These field labels can be customized from Settings → Edit Title according to your business requirements.
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